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Showing 301 - 310 of 576 results for "Directed"

Financial Standard launches Good Investment Guide, Investment Leadership Awards

STAFF WRITER  |  WEDNESDAY, 21 FEB 2018
... first edition of 'The Good Investment Guide - Managed Funds Edition', an educational investment handbook aimed at self-directed investors and finance professionals. The guide features a primer on the managed funds industry, an explanation of the various ...

Crypto hype drives new partnership

JAMIE WILLIAMSON  |  THURSDAY, 15 FEB 2018
... has been inundated with inquiries from trustees. "Our role as SMSF compliance specialists isn't to give advice to self-directed investors on whether this is the right investment option for their fund, but to ensure they are compliant if they do invest," ...

OpenMarkets appoints executive, announces integration

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
... first chief operating officer and integrated with an ASX-listed fintech to benefit Australia's growing network of self-directed investors. Lee Redpath joined OpenMarkets in the newly-created role, leaving Crestone Wealth Management where he served as ...

SuperConcepts ramps up digital transformation

KARREN VERGARA  |  WEDNESDAY, 17 JAN 2018
... faster access to assets, in addition to bank accounts, term deposits, life insurance, managed investment schemes, investor directed portfolio services, securities and even peer-to-peer lending.

Adviser banned over theft from deceased estate

JAMIE WILLIAMSON  |  FRIDAY, 12 JAN 2018
... which he was the trustee and executor. The transfers took place between 29 December 2008 and 12 July 2016 and were also directed to bank accounts in the name of Advice 4 Wealth. Smith was an authorised representative of Futuro from 10 October 2008 to ...

Industry fund stepping up advice offering

JAMIE WILLIAMSON  |  TUESDAY, 12 DEC 2017
... "Enhancing our financial advice platform will improve the member experience and lift the fund's advice capabilities, both self-directed and through our advisers," Thow said. Requests for tender are due to close on 15 December, with the preferred vendor ...

Advisers can benefit from the spirit of giving

JAMIE WILLIAMSON  |  TUESDAY, 5 DEC 2017
... to use precious funds and resources for fundraising projects and activities, so a much greater portion of funds can be directed to community members in need." Advisers can ensure their clients are capable of making the recurring donations they want to ...

SuperConcepts launches admin tool

KARREN VERGARA  |  TUESDAY, 28 NOV 2017
... faster access to assets, in addition to bank accounts, term deposits, life insurance, managed investment schemes, investor directed portfolio services, securities and even peer-to-peer lending. Existing SuperMate or SuperConcepts SMSF administration ...

SelfWealth lists on ASX

JAMIE WILLIAMSON  |  THURSDAY, 23 NOV 2017
... market capitalisation of $26.1 million. "Since we launched five years ago, we have gone from strength to strength and self-directed investors have really embraced our offering with our disruptive trading platforms continuing to gain traction and market ...

Fintech firm launches $7.5m IPO

ALEX BURKE  |  TUESDAY, 7 NOV 2017
... capabilities into the investment sector," Ward said. "With our two-tier offering, targeting the country's growing number of self-directed investors, we are uniquely positioned at the forefront of this second evolution with our differentiated technology ...